Entries from August 2008
Are the Medallian Signature Guarantee Programs Broken?
Our clients are reporting that it is increasingly difficult to obtain a Medallion signature guarantee. Like so many other things in our society, this was a well-intentioned effort to protect against unauthorized transfers of stocks, bonds, and other securities. The Securities and Exchange Commission has a webpage devoted to the types of programs. […]
Are Estate Planning Attorneys Lousy Listeners?
I had a myriad of reactions when I read the article Square Peg, Round Hole by Hannah Shaw Grove and Russ Alan Prince in the Aug/Sept issue of Private Wealth Magazine. The article discusses some disturbing conclusions arising out of a survey of trust and estate attorneys and their clients. The central theme of […]